Document Controller

JAM Recruitment Ltd; East Midlands; Hybrid; GBP 55,000 - 77,000; Part time

Job summary

JAM Recruitment Ltd seeks a Document Controller / Excel & Automation Specialist for a short-term contract (2-3 months) with hybrid working. You will design advanced Excel databases, automate templates, and create master data files that auto-populate linked documents to streamline project administration.

Work closely with Project Management, Engineering, Procurement, Logistics and Commercial teams to reduce duplicate data entry, improve accuracy and standardise processes using Power Query, VBA

Qualifications

• Advanced Microsoft Excel skills required.
• Proven experience building database-style Excel solutions.
• Strong understanding of data structures and data management.
• Experience creating automated templates from a single master data source.
• Strong knowledge of: XLOOKUP / INDEX-MATCH, Dynamic Arrays, Pivot Tables, Power Query, Data Validation, Conditional Formatting.
• Experience developing project or commercial documentation.
• Strong analytical and problem-solving skills.
• Ability to work independently and deliver solutions with minimal supervision.
• Strong communication and stakeholder management skills.

Responsibilities

• Design and develop advanced Excel databases and management tools.
• Create master data files that automatically populate linked project documents.
• Develop automated templates for BOMs, Packing Lists, Invoices, PDRs, VDRs, Document Registers, Project Tracking Logs.
• Build formulas, lookups, data relationships, validation rules and reporting tools.
• Develop automated workflows using Power Query, Power Pivot, Dynamic Arrays and VBA.
• Standardise document generation processes across project teams.
• Test and validate tools to ensure accuracy and reliability.
• Create user-friendly templates and guidance for end users.
• Provide knowledge transfer and user training before completion.

Job description

Document Controller - Excel & Automation

Contract 2-3 Months Hybrid

We are currently recruiting for an experienced Document Controller / Excel & Automation Specialist to support a short-term project focused on developing standardised project, commercial and document control tools.

The role will involve creating advanced Excel-based databases, templates and automated workflows, allowing project information to be maintained in a single master file and automatically populate multiple linked documents.

The successful candidate will work closely with Project Management, Engineering, Procurement, Logistics and Commercial teams to develop efficient solutions that reduce duplicate data entry, improve accuracy and streamline project administration.

Key Responsibilities

• Design and develop advanced Excel databases and management tools
• Create master data files that automatically populate linked project documents
• Develop automated templates for:
  • Bills of Materials (BOMs)
  • Packing Lists
  • Commercial Invoices
  • Product Data Registers (PDRs)
  • Vendor Data Registers (VDRs)
  • Document Registers
  • Project Tracking Logs
• Build formulas, lookups, data relationships, validation rules and reporting tools
• Develop automated workflows using Power Query, Power Pivot, Dynamic Arrays and VBA
• Standardise document generation processes across project teams
• Test and validate tools to ensure accuracy and reliability
• Create user-friendly templates and guidance for end users
• Provide knowledge transfer and user training before completion

Essential Experience

• Advanced Microsoft Excel skills
• Proven experience building database-style Excel solutions
• Strong understanding of data structures and data management
• Experience creating automated templates from a single master data source
• Strong knowledge of:
  • XLOOKUP / INDEX-MATCH
  • Dynamic Arrays
  • Pivot Tables
  • Power Query
  • Data Validation
  • Conditional Formatting
• Experience developing project or commercial documentation
• Strong analytical and problem-solving skills
• Ability to work independently and deliver solutions with minimal supervision
• Strong communication and stakeholder management skills

Desirable

• VBA / Macro development experience
• Experience with SharePoint, Power BI or Microsoft 365
• Previous experience within engineering, manufacturing, logistics or project-based environments
• Experience developing BOM, Packing List, Invoice, PDR or VDR systems
• Understanding of document control and project delivery processes